日本海事新聞ニュース Japan Maritime Daily Apr 22, 2024 (Mon)

‌【Current of Japanese shipowners】Japanese shipowners and operators show a stronger interest in ordering newbuilds from Chinese yards

　“Major overseas operators (operating shipping companies) and shipowners are visiting Japan in large ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CMajor+overseas+operators+%28operating+shipping+companies%29+and+shipowners+are+visiting+Japan+in+large+numbers+since+the+second+week+of+this+month.+It+is+a+normal+annual+cycle+for+Europeans+to+come+to+Japan+after+the+Easter+holidays.+However%2C+the+objectives+vary+from+year+to+year+depending+on+the+prevailing+business+environment.+This+year+in+particular%2C+we+can+sense+subtle+but+significant+signs+of+change.%E2%80%9D+%3Cbr%3E%E3%80%80In+mid-April%2C+as+the+cherry+blossoms+began+to+fall%2C+a+shipping+broker+spoke+with+implications.+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Memories+of+the+cherry+blossoms+from+two+years+ago+%3Cbr%3E%E3%80%80Many+market+participants+are+reminiscing+about+the+spring+two+years+ago+and+comparing+it+to+the+present.+%3Cbr%3E%E3%80%80At+that+time%2C+there+was+a+rush+of+major+overseas+operators+and+shipowners%2C+mainly+from+Northern+Europe+and+Greece%2C+visiting+Japan+even+more+than+this+year.+%3Cbr%3E%E3%80%80Since+the+coronavirus+pandemic+became+serious+in+the+spring+of+2020%2C+they+had+not+been+able+to+meet+face-to-face+with+Japanese+shipowners%2C+shipyards%2C+and+trading+company+representatives+for+over+two+years%2C+but+now+that+travel+restrictions+have+been+relaxed%2C+they+are+flocking+to+Japan+in+droves.+%3Cbr%3E%E3%80%80In+addition%2C+the+spring+of+2022%2C+like+this+year%2C+was+followed+by+%E2%80%9CPosidonia%E2%80%9D%2C+the+world%E2%80%99s+largest+International+Shipping+Exhibition%2C+which+is+held+every+two+years+in+Athens%2C+the+capital+of+Greece%2C+in+June.+%3Cbr%3E%E3%80%80The+main+purpose+of+the+foreign+visitors+to+Japan+at+that+time+was+to+procure+new+Japanese-made+ships.+Ahead+of+full-scale+business+negotiations+in+Posidonia%2C+where+maritime+professionals+from+all+over+the+world+gather%2C+they+were+trying+to+get+an+idea+of+the+availability+of+slipways%2C+ship+prices%2C+and+market+rates+for+chartering+in+Japan.+%3Cbr%3E%E3%80%80In+the+spring+of+2022%2C+new+shipbuilding+prices+were+rising+rapidly%2C+but+there+were+still+near-term+slipways+available+at+Japanese+shipyards.+For+this+reason%2C+preliminary+negotiations+for+new+construction%2C+which+were+called+%E2%80%9Cwarm-ups+for+the+Posidonia%2C%E2%80%9D+were+actively+conducted+in+Japan.+%3Cbr%3E%E3%80%80Meanwhile%2C+what+is+the+situation+this+spring%3F+The+veteran+broker+continues.+%3Cbr%3E%E3%80%80%E2%80%9CThe+situation+is+different+now+from+two+years+ago%2C+with+Japanese+shipyards%E2%80%99+slipways+largely+booked+up+until+the+end+of+2027.+For+this+reason%2C+there+are+not+many+overseas+companies+aiming+to+procure+new+ships.%E2%80%9D+%3Cbr%3E%E3%80%80If+that+is+the+case%2C+then+what+is+the+aim+of+the+major+overseas+operators+visiting+Japan+this+month%3F+%3Cbr%3E%E3%80%80%E2%80%9CAn+old+friend+just+came+to+see+the+cherry+blossoms.%E2%80%9D+%28Shipping+department+of+a+trading+company%29+%3Cbr%3E%E3%80%80A+trading+company+official+who+responded+to+a+phone+interview+laughed+and+evaded+the+question%2C+then+took+a+pause+before+answering.+%3Cbr%3E%E3%80%80%E2%80%9CMost+of+the+inquiries+are+for+new+vessels+for+%E2%80%98tempura+order+ships%2C%E2%80%99%E2%80%9D+he+said.+%3Cbr%3E%E3%80%80What+does+it+mean%3F+%3Cbr%3E%E3%80%80In+the+shipping+and+shipbuilding+industries%2C+ordering+a+new+ship+without+deciding+on+a+charterer+is+commonly+referred+to+as+%E2%80%9Ctempura+ordering.%E2%80%9D+Many+Japanese+shipowners+typically+enter+into+a+construction+contract+with+a+shipyard+and+a+time+charter+%28TC%29+contract+with+an+operator+at+roughly+the+same+time.+This+is+because+in+many+cases%2C+orders+can+only+be+placed+after+receiving+loans+from+financial+institutions+backed+by+the+medium-+to+long-term+TC+concluded+with+the+operator.+%3Cbr%3E%E3%80%80However%2C+in+recent+years%2C+as+it+has+become+difficult+to+conclude+both+construction+contracts+and+TC+contracts+at+the+same+time+due+to+the+mismatch+between+high+new+shipbuilding+prices+and+charter+rates%2C+a+trend+is+spreading+not+only+to+major+shipowners+but+also+to+mid-sized+shipowners%2C+who+are+investing+their+own+funds+to+cover+around+30%25%2C+which+have+increased+during+the+high+market+conditions%2C+of+the+order+for+new+small+and+medium-sized+bulkers+without+chartering+%28charter-free%29.+%3Cbr%3E%E3%80%80A+veteran+trading+company+man+speaks.+%3Cbr%3E%E3%80%80%E2%80%9CIn+the+past%2C+only+a+few+large+companies+were+able+to+order+new+ships+on+a+charter-free+basis%2C+but+in+recent+years+the+number+of+companies+doing+so+has+increased.+Overseas+operators+also+understand+this.+In+fact%2C+shipowners+who+have+not+yet+secured+the+charter+of+several+newbuildings+on+order+are+currently+looking+for+opportunities+to+charter+newbuildings+with+upcoming+delivery+dates.%E2%80%9D+%28same+as+above%29+%3Cbr%3E%E3%80%80Another+trading+company+official%2C+who+meets+with+overseas+operators+every+day%2C+agrees.+%3Cbr%3E%E3%80%80%E2%80%9CIndeed%2C+even+among+our+clients%2C+the+operators%2C+there+are+many+voices+requesting+new+chartering+of+ships+without+specific+contracts+that+have+already+been+ordered+by+Japanese+shipowners+in+the+near-term+position.%E2%80%9D+%28Another+trading+company%E2%80%99s+shipping+department%29+%3Cbr%3E%E3%80%80He+then+pointed+out+that+%E2%80%9COn+the+other+hand%2C+there+are+more+overseas+owner-operators+%28ship+owners+and+operating+companies%29+and+shipowners+than+you+might+imagine+who+would+like+to+order+new+ships+from+Japan+if+there+are+vacant+slipways+in+the+near+future.+%E2%80%9CParticularly+in+the+case+of+small+and+medium-sized+bulkers%2C+there+remains+a+much+stronger+appreciation+for+the+quality+of+ships+built+in+Japan+than+in+China.%E2%80%9D+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+CSSC+Approaching+Japan+%3Cbr%3E%E3%80%80The+second+week+of+this+month+saw+overseas+operators+visiting+Japan+looking+for+Japanese-built+ships.+At+the+same+time+in+Tokyo%2C+a+party+was+being+held+by+China+State+Shipbuilding+Corporation+%28CSSC%29%2C+China%E2%80%99s+largest+state-owned+shipbuilding+company.+%3Cbr%3E%E3%80%80A+shipping+broker+who+participated+speaks.+%3Cbr%3E%E3%80%80%E2%80%9CThe+venue+was+packed+with+people%2C+it+was+hard+to+walk+around%2C+and+I+was+sweating+from+full+of+people.+There+was+a+noticeable+number+of+people+involved+with+Japanese+shipping+operators%2C+but+there+were+also+several+major+Japanese+shipowners+from+the+Setouchi+and+other+areas.+I%E2%80%99ve+spoken+to+shipowners+and+others%2C+and+I+get+the+impression+that+there+is+extremely+high+interest+in+Chinese+shipyards.%E2%80%9D+%28Tokyo-based+broker%29+%3Cbr%3E%E3%80%80As+long+as+the+shipowner+guarantees+the+performance+of+the+ship+in+operation%2C+it+doesn%E2%80%99t+matter+whether+the+construction+yard+is+in+Japan+or+China.+Some+overseas+operators+have+made+such+statements.+%3Cbr%3E%E3%80%80In+this+situation%2C+if+the+overseas+operators+and+the+Chinese+shipyards+came+to+Japan+at+the+same+time%2C+is+it+possible+that+a+deal+was+formed+in+which+a+Japanese+trading+company+and+shipowner+were+involved+between+the+two%2C+and+%E2%80%9Cthe+overseas+operators+chartered+a+new+ship+that+a+Japanese+shipowner+had+ordered+from+a+Chinese+shipyard%E2%80%9D%3F+%3Cbr%3E%E3%80%80A+trading+company+man+answered+in+a+hushed+voice.+%3Cbr%3E%E3%80%80%E2%80%9CThere+have+been+no+concrete+negotiations+yet%2C+but+it+is+true+that+some+overseas+operators+are+interested+in+time+charter+of+Chinese-built+ships%2C+which+are+cheaper%2C+from+Japanese+shipowners.%E2%80%9D+%3Cbr%3E%E3%80%80This+year%2C+a+Chinese+shipyard%E2%80%99s+visit+to+Japan+coincided+with+the+cherry+blossom+season%2C+a+time+when+overseas+operators+usually+visit+Japan.+The+%E2%80%9Csigns+of+change%E2%80%9D+that+the+broker+mentioned+at+the+beginning+of+this+article+picked+up+on+are+the+gradual+increase+in+Japanese+ship+owners+turning+their+attention+to+newbuilding+program+in+China.+%3Cbr%3E%E3%80%80%28Japanese+ship+owners+coverage+team%29+%3Cbr%3E%E3%80%80%3D+Posted+every+other+Monday+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

【国内船主の今】(368)中国建造に関心じわり。海外オペ来日、既発注船触手

2024/04/22(月)

日本海事新聞 JMD

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